The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for Business) is a full-service financial firm dedicated to helping families create financial plans ...
Forge
34 jobs near Columbus, OH
The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for Business) is a full-service financial firm dedicated to helping families create financial plans ...
The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for Business) is a full-service financial firm dedicated to helping families create financial plans ...
The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for Business) is a full-service financial firm dedicated to helping families create financial plans ...
Careers At The Forge Companies Share with friends or Subscribe! Are you ready for new challenges and new opportunities? Join our team! Current job opportunities are posted here as they become ...
Careers At The Forge Companies Share with friends or Subscribe! Are you ready for new challenges and new opportunities? Join our team! Current job opportunities are posted here as they become ...
Case Analyst
Atlanta, GA · On-site
Apply basic product knowledge of Forge's core suite of products (structured settlement annuities, traditional annuities, trust referrals, and investment account referrals). * Review data in company ...
Case Analyst
Atlanta, GA · On-site
Apply basic product knowledge of Forge's core suite of products (structured settlement annuities, traditional annuities, trust referrals, and investment account referrals). * Review data in company ...
Apply basic product knowledge of Forge's core suite of products (structured settlement annuities, traditional annuities, trust referrals, and investment account referrals). * Review data in company ...
Apply basic product knowledge of Forge's core suite of products (structured settlement annuities, traditional annuities, trust referrals, and investment account referrals). * Review data in company ...
The Settlement Consultant builds relationships with personal injury attorneys and their staff, ensuring they are well-informed of The Forge Companies' service offerings and confident in referring ...
The Settlement Consultant builds relationships with personal injury attorneys and their staff, ensuring they are well-informed of The Forge Companies' service offerings and confident in referring ...
Structured Settlement Sales Consultant
Manhattan, NY · On-site +1
We are seeking a Structured Settlement Sales Consultant who will build relationships with personal injury attorneys and their staff while ensuring they are well-informed of The Forge Companies ...
Structured Settlement Sales Consultant
Manhattan, NY · On-site +1
We are seeking a Structured Settlement Sales Consultant who will build relationships with personal injury attorneys and their staff while ensuring they are well-informed of The Forge Companies ...
The Settlement Consultant builds relationships with personal injury attorneys and their staff, ensuring they are well-informed of The Forge Companies' service offerings and confident in referring ...
The Settlement Consultant builds relationships with personal injury attorneys and their staff, ensuring they are well-informed of The Forge Companies' service offerings and confident in referring ...
Structured Settlement Sales Consultant
New York, NY · On-site +1
We are seeking a Structured Settlement Sales Consultant who will build relationships with personal injury attorneys and their staff while ensuring they are well-informed of The Forge Companies ...
Structured Settlement Sales Consultant
New York, NY · On-site +1
We are seeking a Structured Settlement Sales Consultant who will build relationships with personal injury attorneys and their staff while ensuring they are well-informed of The Forge Companies ...
We are seeking a Structured Settlement Sales Consultant who will build relationships with personal injury attorneys and their staff while ensuring they are well-informed of The Forge Companies ...
We are seeking a Structured Settlement Sales Consultant who will build relationships with personal injury attorneys and their staff while ensuring they are well-informed of The Forge Companies ...
The Settlement Consultant builds relationships with personal injury attorneys and their staff, ensuring they are well-informed of The Forge Companies' service offerings and confident in referring ...
New
The Settlement Consultant builds relationships with personal injury attorneys and their staff, ensuring they are well-informed of The Forge Companies' service offerings and confident in referring ...
New
Structured Settlement Sales Consultant
Atlanta, GA · On-site
$80 - $100/hr
The Settlement Consultant builds relationships with personal injury attorneys and their staff, ensuring they are well-informed of The Forge Companies' service offerings and confident in referring ...
Structured Settlement Sales Consultant
Atlanta, GA · On-site
$80 - $100/hr
The Settlement Consultant builds relationships with personal injury attorneys and their staff, ensuring they are well-informed of The Forge Companies' service offerings and confident in referring ...
The Settlement Consultant builds relationships with personal injury attorneys and their staff, ensuring they are well-informed of The Forge Companies' service offerings and confident in referring ...
The Settlement Consultant builds relationships with personal injury attorneys and their staff, ensuring they are well-informed of The Forge Companies' service offerings and confident in referring ...
Structured Settlement Sales Consultant
Manhattan, NY · On-site
$120 - $180/hr
We are seeking a Structured Settlement Sales Consultant who will build relationships with personal injury attorneys and their staff while ensuring they are well‑informed of The Forge Companies ...
Structured Settlement Sales Consultant
Manhattan, NY · On-site
$120 - $180/hr
We are seeking a Structured Settlement Sales Consultant who will build relationships with personal injury attorneys and their staff while ensuring they are well‑informed of The Forge Companies ...
Financial Advisor I
Atlanta, GA · On-site
The Financial Advisor II must learn the Advocacy Wealth, Forge Consulting, and Advocacy Trust planning process, services, systems, and procedures to leverage the expertise of the entire enterprise in ...
Financial Advisor I
Atlanta, GA · On-site
The Financial Advisor II must learn the Advocacy Wealth, Forge Consulting, and Advocacy Trust planning process, services, systems, and procedures to leverage the expertise of the entire enterprise in ...
Financial Advisor
Atlanta, GA · On-site
The Financial Advisor must understand the Advocacy Wealth, Forge Consulting, and Advocacy Trust planning process, services, systems, and procedures to leverage the expertise of the entire enterprise ...
Financial Advisor
Atlanta, GA · On-site
The Financial Advisor must understand the Advocacy Wealth, Forge Consulting, and Advocacy Trust planning process, services, systems, and procedures to leverage the expertise of the entire enterprise ...
Case Analyst
Atlanta, GA · On-site
In this role, you will leverage your organizational, analytical, and time-management skills to provide operational and client support to both internal and external clients of The Forge Companies. As ...
Case Analyst
Atlanta, GA · On-site
In this role, you will leverage your organizational, analytical, and time-management skills to provide operational and client support to both internal and external clients of The Forge Companies. As ...
The Financial Advisor must understand the Advocacy Wealth, Forge Consulting, and Advocacy Trust planning process, services, systems, and procedures to leverage the expertise of the entire enterprise ...
The Financial Advisor must understand the Advocacy Wealth, Forge Consulting, and Advocacy Trust planning process, services, systems, and procedures to leverage the expertise of the entire enterprise ...
Financial Advisor
Atlanta, GA · On-site
The Financial Advisor must understand the Advocacy Wealth, Forge Consulting, and Advocacy Trust planning process, services, systems, and procedures to leverage the expertise of the entire enterprise ...
Financial Advisor
Atlanta, GA · On-site
The Financial Advisor must understand the Advocacy Wealth, Forge Consulting, and Advocacy Trust planning process, services, systems, and procedures to leverage the expertise of the entire enterprise ...
Senior Trust Manager
Brentwood, TN · On-site
$100 - $130/hr
Provide guidance regarding client service and sales support to Trust Officer, Business Development Officer, Other Forge team members, including actively participating in pre‑call planning as needed
Senior Trust Manager
Brentwood, TN · On-site
$100 - $130/hr
Provide guidance regarding client service and sales support to Trust Officer, Business Development Officer, Other Forge team members, including actively participating in pre‑call planning as needed
Full-time
Re-posted 7 days ago
Job description
Job Summary
Advocacy Trust is looking for an experienced, client service focused Special Needs Trust Officer II to join the team. As a Trust Officer II, you will be responsible for providing trust services, building, and maintaining client and partner relationships, and providing exceptional client service. Our Trust Officers works closely with the planning teams to support the Clients needs. The ideal candidate will be passionate about helping others, detail oriented, proactive, and can use sound judgement.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Manage Client relationships and provide trust administration services.
Implement Trust plan based on legal documents and client needs and goals.
Coordinate with internal and external clients to ensure effective Trust implementation and administration.
Provide and document responsive and proactive client interactions to provide an excellent Client experience.
Oversee new accounts set-up and correspondence.
Oversee the investment and management of all trust assets; including annuities and real estate.
Review and monitor daily account activity.
Review and approve payment submissions and distributions.
Perform annual trust account reviews.
Review fees for accuracy.
Mentor and coach the trust administrator by ensuring a high level of accuracy.
Performs other duties as assigned.
Desired Knowledge, Skills, and Abilities
5+ years of experience in Trust Administration.
Juris Doctor and/or CTFA with experience in the Special Needs Field preferred.
Knowledge of a variety of Trust concepts, practices, and procedures.
Excellent verbal and written communication skills.
Excellent interpersonal and client service skills.
Excellent organizational skills and attention to detail.
Strong analytical and problem-solving skills.
Strong supervisory and leadership skills with the ability to prioritize and delegate when needed.
Proficient with Microsoft Office Suite or related software.
Physical Requirements
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 15 pounds at times.
Travel Requirements
Less than 5% of the time, but occasional travel is necessary.
Who are we?
The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for Business) is a full-service financial firm dedicated to helping families create financial plans specific to their needs. We continue to grow at an incredible pace with both new clients and a growing team to service them.?Our clients are our passion, and we are dedicated to helping families navigate through various situations.?Our core values of trust, respect, excellence, expertise, and selflessness guide our decision-making process on how to best take care of our clients and our teammates.
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